See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,751 | $77,419-21.5% | $69,455-12.5% | $152,861-60.3% |
| Participation rate | 8.7% | 78.1%-69.4pp | 74.6%-65.9pp | 82.4%-73.8pp |
| Annual return | 28.32% | 39.06%-10.7pp | 28.97%-0.7pp | 345.32%-317.0pp |
| Employer contribution / active EE | $302 | $3,315-90.9% | $2,779-89.1% | $4,762-93.7% |
| Participant deferral / active EE | $903 | $4,414-79.5% | $3,535-74.5% | $5,850-84.6% |
| Admin fee / account holder | $327 | $6,207-94.7% | $3,839-91.5% | $11,596-97.2% |